www.commonwealth.com
Open in
urlscan Pro
2a05:d014:275:cb00:701d:7ee5:59ed:394c
Public Scan
Submitted URL: https://crmsf.commonwealth.com/
Effective URL: https://www.commonwealth.com/
Submission: On February 22 via automatic, source certstream-suspicious — Scanned from DE
Effective URL: https://www.commonwealth.com/
Submission: On February 22 via automatic, source certstream-suspicious — Scanned from DE
Form analysis 0 forms found in the DOM
Text Content
Skip to Content Commonwealth Logo * Your Advantage * Advisor Solutions * Insights * About Us Let's Connect * Member Login * For Clients * Careers WELCOME TO THE POWER OF PARTNERSHIP. Welcome to Commonwealth. You have a vision as an independent financial advisor. Realize it with a partner that puts you first and powers you forward with sophisticated solutions, specialized consulting, and intuitive tools. What could go wrong—or right—for the economy and market in 2023? A lot, it turns out. Read our Outlook for more on what we’ll be watching. Our strategic goal of $1 trillion in AUM reinforces our commitment to advisor growth. Read the press release. Seeking freedom? Explore independence with this four-part research series from Cerulli Associates. AN ADVISOR-CENTRIC APPROACH TO FUEL YOUR SUCCESS Whether you're growing an existing practice, embarking on a fee-only path, or breaking free to explore independence for the first time, turn to our innovative, advisor-forward strategies to give you a competitive advantage. Discover Your Advantage BE THE ADVISOR YOU WANT TO BE Build your business with comprehensive, integrated capabilities that accentuate your strengths and a partner who’s as invested in your success as you are. Learn More About Our Advisor-Centric Culture BREAK AWAY AND BREAK THROUGH Get up and running as an independent business owner with a suite of valuable resources, from guidance for managing the economics and risks of entrepreneurship to strategies for marketing your new business. Learn More GO FROM FEE-MOSTLY TO FEE-ONLY Take control of your growth path by affiliating as your own RIA or through our corporate RIA, with personalized consulting, operations, and compliance tailored to help you optimize your business. Learn More * 01 TAILORED BUSINESS STRATEGIES * 02 ADVANCED PLANNING & RESEARCH * 03 COMPLETE MARKETING SUPPORT * 04 COLLABORATIVE COMPLIANCE * 05 POWERFUL TECHNOLOGY ADVISOR VOICES Meet Our Advisors "IT WAS A VERY STRAIGHTFORWARD DECISION TO COME TO COMMONWEALTH AFTER I LEARNED ABOUT THE FIRM’S EMPHASIS AND FLEXIBILITY AROUND INVESTMENT MANAGEMENT AND FINANCIAL PLANNING." JODI AND NEWLIN'S ABILITY TO DELIVER THEIR SIGNATURE HIGH-TOUCH SERVICE HAS TRANSFORMED A YEAR OF UNPREDICTABILITY INTO ONE OF GROWTH. "COMMONWEALTH HAS THE CULTURE AND THE RESOURCES TO MAKE MY FIRM AND THE CLIENT EXPERIENCE EXACTLY HOW I WANT." "WHAT’S AMAZING ABOUT THE RETIREMENT PLAN INDUSTRY AND THE 401(K) SPACE IS THEY ARE THE MOST NATIVE ENVIRONMENTS FOR BUILDING FINANCIAL KNOW-HOW FOR PEOPLE." "My professor said, 'You would be a really good advisor because you understand the numbers, but you also understand people, and you’re always going to do what’s best.'" "IT WAS A VERY STRAIGHTFORWARD DECISION TO COME TO COMMONWEALTH AFTER I LEARNED ABOUT THE FIRM’S EMPHASIS AND FLEXIBILITY AROUND INVESTMENT MANAGEMENT AND FINANCIAL PLANNING." JODI AND NEWLIN'S ABILITY TO DELIVER THEIR SIGNATURE HIGH-TOUCH SERVICE HAS TRANSFORMED A YEAR OF UNPREDICTABILITY INTO ONE OF GROWTH. "COMMONWEALTH HAS THE CULTURE AND THE RESOURCES TO MAKE MY FIRM AND THE CLIENT EXPERIENCE EXACTLY HOW I WANT." "WHAT’S AMAZING ABOUT THE RETIREMENT PLAN INDUSTRY AND THE 401(K) SPACE IS THEY ARE THE MOST NATIVE ENVIRONMENTS FOR BUILDING FINANCIAL KNOW-HOW FOR PEOPLE." "My professor said, 'You would be a really good advisor because you understand the numbers, but you also understand people, and you’re always going to do what’s best.'" "IT WAS A VERY STRAIGHTFORWARD DECISION TO COME TO COMMONWEALTH AFTER I LEARNED ABOUT THE FIRM’S EMPHASIS AND FLEXIBILITY AROUND INVESTMENT MANAGEMENT AND FINANCIAL PLANNING." JODI AND NEWLIN'S ABILITY TO DELIVER THEIR SIGNATURE HIGH-TOUCH SERVICE HAS TRANSFORMED A YEAR OF UNPREDICTABILITY INTO ONE OF GROWTH. "COMMONWEALTH HAS THE CULTURE AND THE RESOURCES TO MAKE MY FIRM AND THE CLIENT EXPERIENCE EXACTLY HOW I WANT." "WHAT’S AMAZING ABOUT THE RETIREMENT PLAN INDUSTRY AND THE 401(K) SPACE IS THEY ARE THE MOST NATIVE ENVIRONMENTS FOR BUILDING FINANCIAL KNOW-HOW FOR PEOPLE." Meet Our Advisors ←→ WHAT WE'RE THINKING THE FEE-ONLY ADVISOR WHAT IT TAKES TO RUN AN RIA: COMPLIANCE PROGRAM MUST-HAVES Scott Wilkinson, IACCP 11.02.22 WEALTH PLANNING & INVESTING DO YOU NEED A CPWA CERTIFICATION TO SERVE HNW CLIENTS? Martin Baker, CFP® 10.19.22 02.01.23 TRENDS IN FINANCIAL SERVICES: THE EVOLVING M&A LANDSCAPE Wondering what it takes to buy or sell a practice? Learn what's trending in the evolving M&A landscape. 01.18.23 7 TOOLS ADVISORS NEED TO GIVE HIGH-NET-WORTH CLIENTS WHAT THEY WANT What do high-net-worth clients really want from their advisors? Discover the tools you'll need to meet—and exceed—their expectations. 01.06.23 DECODING KEY PROVISIONS IN THE SECURE 2.0 ACT FOR ADVISORS AND THEIR CLIENTS How could some of the key provisions in the new SECURE 2.0 legislation impact clients' financial plans? Hint: There's more than meets the eye. All Insights ARE WE A GOOD FIT? Hi, I'm Becca, managing principal, chief business development officer at Commonwealth. I can't wait to learn more about you and share our Commonwealth story. Let's Connect Commonwealth Logo * Your Advantage * Evolve Your Business * Accelerate Your Growth * Streamline Your Operations * Transition Your Way * Advisor Solutions * Affiliation Flexibility * Tailored Business Strategies * Entrepreneurial Capital * Advanced Planning & Research * Complete Marketing Support * Holistic Investment Solutions * Collaborative Compliance * Powerful Technology * Outsourced Business Solutions * Insights * The Independent Market Observer * Breakaway Resource Center * Advisor Stories * Press and News * About Us * Leadership * Our History * Advisor-Centric Culture * Diversity, Equity, & Inclusion * Corporate Responsibility * Commonwealth Cares * About Us * Our Insights * Careers * Member Login * For Clients * Press and News * Contact Us * Accessibility Policy WALTHAM 29 Sawyer Road, Waltham, MA 02453-3483 Toll-Free 800.237.0081 Phone 781.736.0700 Fax 781.736.0793 SAN DIEGO 110 West A Street, Suite 1800, San Diego, CA 92101-3706 Toll-Free 877.347.1982 Phone 619.471.9700 Fax 619.471.9701 * LinkedIn * Twitter * Facebook * Youtube * Instagram Information about securities-registered professionals may be found at FINRA BROKERCHECK. Form CRS | Disclosure | Privacy Policy ©2023 Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. All rights reserved. Menu